Northeast Financial Consultants’s Kinder Morgan KMI Stock Holding History

Northeast Financial Consultants’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Hold	13,360	–	–	0.02%	226
2025 Q1	$381K	Buy	13,360 +400	+3%	+$11.1K	0.02%	218
2024 Q4	$355K	Hold	12,960	–	–	0.02%	231
2024 Q3	$286K	Hold	12,960	–	–	0.01%	241
2024 Q2	$258K	Sell	12,960 -5,600	-30%	-$107K	0.01%	241
2024 Q1	$340K	Buy	18,560 +5,600	+43%	+$97.8K	0.02%	228
2023 Q4	$229K	Hold	12,960	–	–	0.01%	255
2023 Q3	$215K	Hold	12,960	–	–	0.01%	257
2023 Q2	$223K	Hold	12,960	–	–	0.01%	252
2023 Q1	$227K	Hold	12,960	–	–	0.01%	279
2022 Q4	$234K	Hold	12,960	–	–	0.02%	277
2022 Q3	$216K	Hold	12,960	–	–	0.02%	300
2022 Q2	$217K	Sell	12,960 -241	-2%	-$4.51K	0.02%	304
2022 Q1	$250K	Buy	13,201 +241	+2%	+$4.24K	0.01%	337
2021 Q4	$206K	Hold	12,960	–	–	0.01%	334
2021 Q3	$217K	Hold	12,960	–	–	0.01%	322
2021 Q2	$236K	Hold	12,960	–	–	0.02%	321
2021 Q1	$216K	Hold	12,960	–	–	0.02%	310
2020 Q4	$177K	Sell	12,960 -9,140	-41%	-$122K	0.01%	310
2020 Q3	$272K	Sell	22,100 -1,783	-7%	-$24.8K	0.02%	240
2020 Q2	$362K	Hold	23,883	–	–	0.03%	199
2020 Q1	$332K	Sell	23,883 -6,779	-22%	-$129K	0.04%	195
2019 Q4	$649K	Sell	30,662 -3,410	-10%	-$69K	0.06%	160
2019 Q3	$702K	Hold	34,072	–	–	0.07%	156
2019 Q2	$711K	Hold	34,072	–	–	0.07%	158
2019 Q1	$682K	Buy	34,072 +12,838	+60%	+$240K	0.08%	153
2018 Q4	$327K	Buy	21,234 +7,305	+52%	+$124K	0.05%	131
2018 Q3	$246K	Buy	13,929 +1,783	+15%	+$31.9K	0.07%	129
2018 Q2	$214K	Hold	12,146	–	–	0.07%	131
2018 Q1	$182K	Hold	12,146	–	–	0.06%	140
2017 Q4	$219K	Sell	12,146 -1,558	-11%	-$28K	0.07%	134
2017 Q3	$263K	Sell	13,704 -21,990	-62%	-$428K	0.1%	122
2017 Q2	$684K	Sell	35,694 -33,895	-49%	-$674K	0.27%	70
2017 Q1	$1.51M	Sell	69,589 -6,511	-9%	-$142K	0.63%	30
2016 Q4	$1.57M	Sell	76,100 -56,586	-43%	-$1.2M	0.7%	29
2016 Q3	$3.07M	Buy	132,686 +2,683	+2%	+$56.8K	1.3%	20
2016 Q2	$2.43M	Sell	130,003 -7,040	-5%	-$125K	1.08%	16
2016 Q1	$2.45M	Sell	137,043 -15,993	-10%	-$262K	1.28%	16
2015 Q4	$2.28M	Sell	153,036 -51,652	-25%	-$1.23M	1.18%	19
2015 Q3	$5.67M	Sell	204,688 -45,279	-18%	-$1.5M	2.88%	5
2015 Q2	$9.6M	Buy	249,967 +1,450	+0.6%	+$60.5K	4.3%	3
2015 Q1	$10.5M	Buy	248,517 +34,134	+16%	+$1.41M	4.75%	2
2014 Q4	$9.07M	Buy	214,383 +188,693	+734%	+$7.43M	4.78%	2
2014 Q3	$985K	Buy	25,690 +14,200	+124%	+$540K	0.54%	40
2014 Q2	$416K	Buy	+11,490	New	+$388K	0.24%	74

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Northeast Financial Consultants's KMI Position: Q2 2025 in Review

Northeast Financial Consultants held its Kinder Morgan (KMI) position steady in Q2 2025 at 13,360 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #226.

Northeast Financial Consultants first reported a position in KMI in Q2 2014 and has held it in 45 quarters since. The position peaked at $10.5M in Q1 2015. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Northeast Financial Consultants held 13,360 shares of Kinder Morgan worth $393K as of Q2 2025.
Northeast Financial Consultants left its Kinder Morgan share count unchanged in Q2 2025.
Kinder Morgan made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #226 holding.
Northeast Financial Consultants first reported a position in Kinder Morgan in Q2 2014 and has held it in 45 quarters since.
Northeast Financial Consultants's Kinder Morgan position peaked at $10.5M in Q1 2015.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.